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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 
Steve Pestillo, P2 Automation

When Is Microsoft Dynamics 365 The Best Fit For Your Company?

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Microsoft Dynamics 365 is a powerful and versatile Cloud ERP solution that is helping businesses around the world automate processes, organize data, and take advantage of some of the best Business Intelligence tools on the market.

So, do we recommend Microsoft Dynamics 365 for all our clients? In many instances, we do.

If your company is primarily marketing and sales-focused, you really should look into Microsoft Dynamics 365’s powerful CRM (Customer Relationship Management) features.

Some businesses are more focused on order management, event management, project management, service tickets, etc. Usually, we call this the “x” factor in XRM (Anything Relationship Management)

With Dynamics 365, most of what you need is built-in, out-of-the-box, and the rest is something we can configure for your business requirements.

Why salespeople like Microsoft Dynamics 365

  • Outlook integration

Salespeople live in Microsoft Outlook. Dynamics 365 CRM allows you to work in Outlook, tracking contacts, emails, and appointments without switching back and forth between Outlook and CRM.

  • Custom Views

Salespeople like to slice and dice their data. You could decide you need a list of jobs pending or companies in a specific area.  With Microsoft Dynamics 365 CRM, it takes just minutes to create a query and see results. You can also create custom dashboards, pie charts, and graphs to help you visualize your information.

  • Mobile Access

While working remotely, you can still have complete access to your customer information, contacts, opportunities, and everything else right from your iPhone or Android device. 

3 Companies That Are a Fit for Microsoft Dynamics 365

We work with a company that does clinical trials. Their sales process is very workflow-oriented, and they want their data pushed through to their project team. Microsoft Dynamics 365 is an excellent fit for them.

A company that sells measuring instruments is also a client of ours.  They have sales reps in territories nationwide. The sales team needs to track all their sales so that next year, they can try to upsell a maintenance plan or an upgrade. Microsoft Dynamics 365 CRM handles commission tracking and territory boundaries. It can be connected to Microsoft Power BI to do customer mapping and route optimization. And the sales reps can use it remotely via their phones.

The third company has a single Microsoft Dynamics 365 user. She can slice and dice data any way she likes to maintain up to the minute insight. She uses portal features so that her subcontractors can securely access the data they require. For a very low monthly fee, she can have all the functionality she needs.

Each of these companies needs technology to drive and manage their sales processes. The sales teams are the primary users, so Microsoft Dynamics 365 is an excellent solution for these companies.

But if your users focus less on sales and more on everything else, we generally recommend P2xRM, a custom XRM system available at an affordable cost.

P2 Automation can help you determine if your company is a fit for Microsoft Dynamics 365; let’s start the conversation. Contact P2 Automation.

By P2 Automation, www.p2automation.com

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